Views & Quick Filter Updates

Views & Quick Filters Updates

TrackVia enables you to collect all sorts of important data about your business.  Views are how you are able to extract meaning from that data. We’re excited to announce a number of enhancements to this important component of TrackVia so that you can more easily get value from all of the data you collect.

Quick Filters are more powerful than ever!


Quick Filters have been enhanced by adding OR conditions and conditional groups.  There is also a new look and feel to Quick Filters.
  • The AND | OR setting determines whether all of the filter conditions in the group need to be met (AND), or any of the filter conditions in the group need to be met (OR) for a record to appear in the view. You can now toggle between AND | OR using the drop-down menu at the left side of each filter or filter group in Quick Filters.
  • To accomplish more sophisticated filtering you’ll need to utilize 2 levels of filter groups. For example, you might want to find all records that have "Company Name [is identical to] [Verizon]" OR "Company Name [is identical to] [Apple]", and of those records, only include those that have "Invoice Date [is after] [Last Year]". In this example, a single filter group won't work. We need to create one filter group that matches Apple OR Verizon, and then join that filter group with "AND Invoice Date".  Conditional groups allow you to do this.


Views Have a New Look & Feel


We made a number of improvements under the hood so views are more performant and easier to use.
  • Related Views Menu

    • Views in the Related Views dropdown are now listed in alphabetical order

      • The “Default” view is still at the top of the list

    • There is a new search box to search the list of related view


  • View Options Menu

    • There is a new checkmark to indicate when a view has conditional formatting applied, and/or is a Lanes, Timeline|Calendar or Maps view

  • Other Forms Menu

    • Forms in the Other Forms dropdown are now listed in alphabetical order

      • The “Default” form is still at the top of the list

  • Form Options Menu

    • The new look and feel also applies to the Form Options menu

 

Lanes & Map Views Now Show More Records

  • Lanes views now show up to 250 records, up from the previous limit of 100

  • Map views now show up to 1000 records, up from the previous limit of 100

    • The number of records on a maps view can be toggled between 100, 500, 1000

    • This view now has pagination to see additional records if there are more than the selected limit


Product Release Notes

  1. September 2019 Platform Maintenance
  2. September 2019 Web Maintenance
  3. iOS Mobile App v4.2 Maintenance Release
  4. August 2019 Platform Maintenance
  5. Android Mobile App v2.21.6: Maintenance Release
  6. Introducing TrackVia Integrations!
  7. Android Mobile App v2.21.5: Maintenance Release
  8. August 2019 Release Notes: Web Maintenance
  9. iOS Mobile App v4.1: Updates to Grid Views, Multi Select Widgets and Date/Time Stamps
  10. June 2019 Maintenance
  11. New in Mobile: iOS v4.0 - Simplified Offline Data Sync
  12. iOS Mobile App v4.0: Release Notes
  13. May 2019 Release Notes: Web Maintenance 2
  14. May 2019 Release Note: Web Maintenance
  15. App Script Constants!
  16. April 2019 Release Notes: API Maintenance
  17. Entity Relationship Diagram Improvements
  18. Improved Lanes View!
  19. December 2018 Release Notes: Web Maintenance
  20. Custom Mail Settings!
  21. November 2018 Release Notes: Platform Maintenance
  22. October 2018 Release Notes: Maintenance
  23. Improved User Management
  24. Views & Quick Filter Updates
  25. July 2018 Release Notes: Maintenance
  26. June 13, 2018 Release Notes: Maintenance
  27. May 25, 2018 Release Notes: Sandbox Environments
  28. May 2018 Release Notes: Deprecating TLS 1.0 & 1.1
  29. April 23rd Release Notes: Maintenance
  30. April 18th Release Notes: Maintenance
  31. April 10th Release Notes: Maintenance
  32. March 2018 Release Notes: Maintenance
  33. February 2018 Release Notes: More Intelligent Saving & Other Notes
  34. January 2018 Release Notes: Maintenance
  35. December 2017 Release Notes: Offline Editing on Android
  36. November 2017 Release Notes: Timeline | Calendar and Conditional Formatting
  37. September 2017 Release Notes: Maintenance
  38. August 2017 Release Notes: Maintenance
  39. July 2017 Release Notes: Maintenance
  40. June 27, 2017: TrackVia Introduces Flows!
  41. May 22, 2017: TrackVia Apple Watch App
  42. May 2017 Release Notes
  43. May 5, 2017: Better Connectivity Handling
  44. April 2017 Release Notes
  45. March 2017 Release Notes
  46. March 27, 2017: Single Sign On
  47. February 23, 2017: Winter Polish
  48. February 2017 Release Notes: Session Timeouts
  49. January 2017 Release Notes: Number Display Options & Min / Max

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